Financial Consultant – Bank Employee - IPI in San Antonio Texas

There areÂ 4 PHASES to your hiring process. Please complete all areas below and submit per the directions under Phase 4.

PHASE 1 | STARTUP

Phase 1 is the launch point for the hiring process. Section 1.1 will require you to download documents, review and save for your records. You will find all forms that require your signature and must be returned to IPI in the last section of this site.

1.1 |Â Download and Read the Following:

PHASE 2 | COMPLIANCE

Phase 2 includes completing your U4 and fingerprints. Both of the steps are 100% electronic. Below you will find instructions on completing each. You will find all forms that require your signature and must be returned to IPI in the last section of this site.

It will then ask you for a reference number, please provide the following the password given to you by the IPI Compliance Team.

When you are finished completing the online U4, click on the Completeness Check. This will tell you if anything is missing. NOTE: It may say â€śstart date and appropriate signature requiredâ€ť. This portion is for IPI to complete. You will want to write down your CRD number during this process as you will need it to complete other phases of the hiring process.

Once the Completeness Check is passed successfully, click Submit to Firm.

The IPI Compliance Team will review and contact you for further instructions.

2.2 | FINGERPRINTS

Below you will find a web link and an access code. Please click on the link to begin the process. Once you have entered the website, follow the instructions below. You will find all forms that require your signature and must be returned to IPI in the last section of this site.

If you do not have a location close enough to have electronic fingerprints done, please contact Maribel Perez (210) 582-2827Â and request paper fingerprint cards.

Choose a location and click â€śRequest Appointmentâ€ť to begin the scheduling process.

Enter 3 appointment preferences and click on continue.

Enter your payment information.

Print instructions, directions, maps and/or photos as needed.

PHASE 3 | HUMAN RESOURCES

Phase 3 includes your Human Resources paperwork. Section 3.1 is your IPI Employee Handbook. You will find all forms that require your signature and must be returned to IPI in the last section of this site.

*Please note the listed addendum to the handbook if you are located in Pennsylvania or New York.

3.1 |Â Download and Read the Following:

PHASE | PAPERWORK TO RETURN TO IPI

Please click on the two links below to print out the required paperwork. Kindly complete all forms and return them with your signed contract via the UPS label that accompanied your new hire mail. Should any questions arise, please contact Maribel Perez (210) 582-2827. Once again, welcome to IPI!